Who owns XTRE?
Bondbloxx Bloomberg Three Year Target Duration US Treasury ETF · BondBloxx
43 institutions reported holding XTRE, worth $132.9M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of XTRE
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Straightline Group LLC | Troy, MI | $51.4M | 1,047,775 | +5,283 shares |
| Nemes Rush Group LLC | Novi, MI | $16.8M | 343,532 | +43,366 shares |
| AE Wealth Management LLC | Topeka, KS | $9.1M | 185,320 | +36,823 shares |
| Dynamic Advisor Solutions LLC | Phoenix, AZ | $5.7M | 116,969 | +23,708 shares |
| Bank of America Corp. | Charlotte, NC | $5.7M | 115,439 | +16,020 shares |
| Ausdal Financial Partners, Inc. | Davenport, IA | $4.6M | 93,523 | −58,963 shares |
| Advyzon Investment Management, LLC | Lisle, IL | $4.5M | 91,166 | −62,064 shares |
| WESPAC Advisors SoCal, LLC | Pasadena, CA | $3.8M | 77,413 | +3,014 shares |
| Meridian Wealth Management, LLC | Lexington, KY | $3.7M | 75,984 | +2,238 shares |
| Inspire Advisors, LLC | Meridian, ID | $2.8M | 57,544 | +9,357 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns XTRE?
43 institutional managers reported holding XTRE in Form 13F filings for June 30, 2026, worth $132.9M in total. The largest reported position was held by Straightline Group LLC, at $51.4M.
Did institutions buy or sell XTRE last quarter?
Reported 13F value fell 30.3% from March 31, 2026, which includes price moves as well as buying and selling. 7 firms reported a new position and 6 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is XTRE ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.